See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 83-1488684 4500 I-55 NORTH, SUITE 291 · JACKSON, MS 39211 | Advisory (Plan) | $87,971 |
Filed as: GWLA Service code 15 · EIN 84-0467907 | Recordkeeping | $1,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,012 | $133,040+84.9% | $119,258+106.3% | $79,386+209.9% |
| Participation rate | 99.2% | 80.9%+18.3pp | 82.7%+16.4pp | 70.7%+28.4pp |
| Annual return | 11.77% | 20.05%-8.3pp | 30.69%-18.9pp | 116.85%-105.1pp |
| Employer contribution / active EE | $6,000 | $4,390+36.7% | $4,384+36.9% | $2,427+147.2% |
| Participant deferral / active EE | $6,904 | $6,448+7.1% | $6,111+13.0% | $4,046+70.6% |
| Admin fee / account holder | $584 | $686-14.9% | $7,226-91.9% | $626-6.8% |